Design Principles for Effective Dashboard Design

Name: Design Principles for Effective Dashboard Design
Rating: 4.3 (3255 reviews)

Increase engagement by understanding the psychology of information retrieval & 12 actionable improvements for dashboards

Created byAnnabel Lyle

Last updated 11/2018

English

English [Auto],Italian [Auto],

What you'll learn

Effectively Design Dashboards for a great User Experience
Increase usage and engagement of the dashboards you create
Make insights and data more actionable through dashboards that follow best practice Design Principles
Understand the basis in the psychology of information retrieval
Understand Key Design principles of Design Theory
Ability to Critique and improve the design of an existing dashboard
Coach others in how to design effective dashboards
12 Actionable ways you can improve your dashboards

Course content

6 sections • 17 lectures • 57m total length

Dashboards as a Communication Tool7:33
Explore dashboards as a communication tool that lets analysts interpret data, share insights, and influence decisions. See how automated, self-serve dashboards with interactive filters keep data up to date.
Why you need to design for your users2:45
Design dashboards with users in mind to boost engagement and prompt action, by defining metrics, transforming data, and sharing insights through a clear BI dashboard.
The Psychology of Information Retrieval4:34
Explore how pre-attentive processing shapes how users interpret visual information in dashboards, using color, size, shape, and spatial cues to speed conscious understanding.
Deisgn Principles3:24
Explore the four a's: affordance, accessibility, aesthetics, and acceptance for dashboards, guiding clear, accessible, aesthetically pleasing designs and end-user adoption.

Tip #1 - Affordance - Defining your audience and their goals3:27
Explore affordance by defining the audience and their goals, then craft dashboard questions that reveal monthly targets, team performance, and inventory issues.
Tip #2 - Affordance - Defining your title and Subtitle1:38
Formalize your dashboard audience and purpose with a clear title and subtitle in the header to support affordance, guiding scope and preventing creep.
TIp #3 - Affordance - Designing your Layout3:37
Learn to guide users through dashboard questions with a left-to-right layout, tell a story with data, and plan with wireframes to visualize monthly and six-month performance against target.

Tip # 4 - Accessibility - Making your dashboards accessible to a range of users2:12
Improve dashboard accessibility by avoiding acronyms and writing full words so users who are new to the business or unfamiliar with the department can interpret dashboards with less cognitive load.
Tip #5 - Accessibility - Adding additional information with notes1:55
Add notes to dashboards to boost accessibility and context. Use footers, charts, or tooltips to explain data sources, data collection, and the Response Strength Index metric definitions.
Tip #6 - Accessibility - Defining the titles of your Charts2:32
Translate chart titles into questions to speed user understanding and improve engagement, guiding viewers to the relevant chart, such as how many people registered last week, for faster insights.

Tip #7 - Aesthetics - Choosing the right Charts11:19
Tip #8 - Aesthetics - Colour themes and Branding2:03
Explore how colors and branding shape dashboard messages, selecting brand palettes or complementary schemes with tools like IO or Colorbrewer, while ensuring accessibility for colorblind users.
Tip #9 - Aesthetics - Simplifying your dashboards2:27
Keep dashboards simple by using white space to let users focus on one key message, prioritizing essential information and avoiding excess visualizations.

Tip #10 - Acceptance - The best way to introduce your dashboards1:08
Introduce your dashboards in person to boost acceptance and engagement. Walk users through changes, show old and new versions side by side, and iteratively improve based on their feedback.
Tip #11 - Acceptance - Maintaining over Time1:29
Review dashboards over time by scheduling a check-in every six months, set up usage tracking with Google Data Studio and Google Analytics, and confirm that audience objectives remain the same.
Tip #12 - Acceptance - Content Management1:23
Create a content management system for dashboards to help users find them, with email scheduling, favoriting, bookmarks, and a shared repository, plus target audience and objective details.

Requirements

Experiencing with building dashboards in any tool or wanting to create an effective dashboard

Description

In this course you will learn how to build more effective dashboards to communicate insights in the most effective and impact way possible by following key Design Principles for User Experience:

You will learn about:

- Why investing time in the Design of your dashboards is so important

- The Psychology of Information Retrieval

- Design Principles (Affordance, Aesthetics, Accessibility & Acceptance)

- 3 Key actionable tips to implement for each Design Principle

- Overall 12 key actionable ways you can improve your existing dashboards and use when designing new ones

This course is aimed at:

- Analysts or users who are creating Dashboards for end users

- Managers of Analysts

- Users who work with Analysts who create Dashboards

It doesn't matter which dashboard or Business Intelligence tool you are using to create your dashboards - this course will equip you with universal design principles that can be applied with any tool.

Who this course is for:

Analysts who are responsible for creating dashboards (All Levels)
Users who work with Analysts who create dashboards

Design Principles for Effective Dashboard Design

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 18min

Affordance - Make it clear how your dashboard should be used3 lectures • 9min

Accessibility - Make your dashboards accessible to users with a range of ability3 lectures • 7min

Aeshetics - Beautiful Designs are more readily accepted3 lectures • 16min

Acceptance - End users must accept and use your dashboards3 lectures • 4min

Summary1 lecture • 4min

Requirements

Description

Who this course is for: